YIA
YHB Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,375
| Closed | -$254K | – | 267 |
|
|
2023
Q3 | $254K | Hold |
3,375
| – | – | 0.02% | 243 |
|
|
2023
Q2 | $255K | Hold |
3,375
| – | – | 0.02% | 246 |
|
|
2023
Q1 | $258K | Hold |
3,375
| – | – | 0.03% | 245 |
|
|
2022
Q4 | $254K | Sell |
3,375
-500
| -13% | -$37.6K | 0.03% | 244 |
|
|
2022
Q3 | $290K | Sell |
3,875
-2,021
| -34% | -$151K | 0.03% | 224 |
|
|
2022
Q2 | $453K | Buy |
5,896
+1,521
| +35% | +$117K | 0.05% | 192 |
|
|
2022
Q1 | $341K | Hold |
4,375
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $354K | Sell |
4,375
-625
| -13% | -$50.6K | 0.03% | 239 |
|
|
2021
Q3 | $410K | Sell |
5,000
-1,200
| -19% | -$98.4K | 0.04% | 215 |
|
|
2021
Q2 | $509K | Sell |
6,200
-70
| -1% | -$5.75K | 0.04% | 200 |
|
|
2021
Q1 | $516K | Buy |
6,270
+955
| +18% | +$78.6K | 0.04% | 196 |
|
|
2020
Q4 | $441K | Sell |
5,315
-1,500
| -22% | -$124K | 0.04% | 202 |
|
|
2020
Q3 | $566K | Buy |
+6,815
| New | +$566K | 0.06% | 184 |
|